OVRS

1. Office of Vocational Rehabilitation ServicesErinn Kelley-Siel, Interim Assistant DirectorStephaine Parrish Taylor, AdministratorEric Luther Moore, Chief Financial OfficerMarch 2009

2. OVRS Themes • OVRS has developed a strategic road map to enhance funding and increase employment outcomes • More than 3,000 Oregonians with disabilities are waiting for services from OVRS • OVRS currently lacks sufficient funding to meet the need

3. Program overview OVRS assisted 16,265 Oregonians with disabilities to secure and maintain employment • Rehabilitation Services • Counselors provide counseling and planning services to address an individual’s disability-related employment barriers, resulting in 2,047 employment outcomes • Supported Employment • A partnership with community providers that allows individuals who require ongoing support to achieve and maintain competitive employment • Youth Transition • A partnership with local school districts to support the transition of Special Education students to work and/or postsecondary education • Independent Living Services • A statewide network of community based programs that focus on maximizing the independence of Oregonians with disabilities

4. OVRS locations 35 field offices and 25 outstations

5. OVRS staffing

6. OVRS clients served in SFY 2008 by other programs

7. Quality assurance • OVRS’s program and business reviews ensure compliance with applicable laws and policies; and identify training needs and areas for improvement • Data integrity functions collect information from reviews to determine data trends • Routine and ad hoc management reports available at counselor, branch, district and state levels support budget management and program performance

8. OVRS caseload demographic information

9. OVRS caseload demographic information

10. Shift in caseload

11. Cost services escalation

12. OVRS budget adjusted for inflation

13. Order of Selection (OOS) When a program lacks sufficient staff or resources RSA requires the program to invoke an Order of Selection • Prioritize eligible individuals based on severity of disability • Place eligible individuals on statewide waitlist by date of application and priority level • Provide waitlisted individuals with information and referrals

14. OVRS caseload: OOS

15. APPLICATION ELIGIBILITY PLAN DEVELOPMENT JOB SEARCH EMPLOYED • WAITLIST • PRIORITY 1 • PRIORITY 2 • PRIORITY 3 • PRIORITY 4 Order of Selection case flow Clients wait versus flowing through the system

16. Staffing and process improvement 2006 Public Knowledge study, updated

17. Vocational Rehabilitation at modified EBL

18. Vocational Rehabilitation 2009-2011 base to modified EBL “build”

19. Vocational Rehabilitation modified EBL • Pkg. 021 – Rolls up Addiction and Mental Health Division Supported Employment and Vocational Rehabilitation caseload funding ($0.2 million) • Pkg. 022 – Phases out interagency agreement with Department of Consumer and Business Services ($(0.3) million) • Pkg. 030 – Factors in inflation of 2.8 percent ($0.9 million) • The Vocational Rehabilitation modified EBL does not fully cover costs related to increases in caseloads and increases in cost-per-case in current but non-mandated caseload. Estimated at $22 million without the Order of Selection in place based on fall 2008 forecast. 19

20. Vocational Rehabilitation 2009-2011 modified EBL to GRB “build”

21. Vocational Rehabilitation GRB • The Vocational Rehabilitation GRB contains difficult policy decisions that impact OVRS services. The most significant changes are: • No funding for increases in cost-per-case and caseloads because OVRS’s caseload is non-mandated ($22 million) • Elimination of the 2.8 percent inflation built in the EBL ($900K) • An across-the-board reduction of personal services of 4 percent (in Program Support and Administration budget) • An across-the-board reduction of services and supplies of 2 percent (in Program Support and Administration budget)

22. 2009-2011 Vocational Rehabilitation budget comparisons

23. Vocational Rehabilitation revenue sources

24. Vocational Rehabilitation Basic 110 Grant and MOE • The Basic 110 Grant is a “formula” grant – Oregon receives approximately $35.3 million each federal fiscal year, of which 12.5 percent goes to the Commission for the Blind • This grant requires 21.3 percent non-Federal Funds match to draw down the federal dollars • Match funds must be expended during the first year of the grant – federal dollars can be spent over two years • This grant has a Maintenance of Effort (MOE) requirement equal to the non-Federal Funds expenditures two years prior to the current year (i.e., for 2009 the MOE is based on the non-federal portion of expenditures for 2007) • The grant award will be reduced on a dollar-for-dollar basis by the amount the state under spent MOE during the previous year • For 2009-2011 OVRS is estimated to need $16.4 million for MOE; EBL MOE is estimated at between $16.1 and &16.6 million, of which $2.3 million comes from the Youth Transition Program

25. Vocational Rehabilitation revenue issues • Due to the Order of Selection (OOS) implemented in 2007-2009 and necessitated by budget limitations and a growing caseload, the program is having to restructure how it provides services • Under the OOS, the Youth Transition Program must be restructured during the next few months to meet federal requirements • It is uncertain at what level local school districts will continue to participate under the restructured program • If lower participation occurs, OVRS may not have sufficient state funds to draw down up to $10 million in “Basic 110” Federal Funds available during 2009-2011. • In addition, since the GRB was created, it is anticipated that additional Federal Funds may be available to Oregon that may not be able to be drawn down during 2009-2011 at the proposed funding levels • OVRS will provide updates as further information becomes available

26. Roadmap

27. DHS as an employment network • Dollars: Program is self-funding • Staff: Ticket to Work coordinator • Services: Process Social Security reimbursements and Ticket to Work milestone payments • Outcomes • 2003-2005: $ 708,236.23 • 2005-2007: $ 1,489,999.93, a 210 percent increase in revenue • 2007-2009: $ 3,830,168.73, a 257 percent increase in revenue • Intended outcomes • Increase OVRS reimbursements by an additional 20 percent • Create infrastructure for DHS partners • Revenue stream to support employment activities

28. WIN Work Incentive NetworkWhen You Work, You Win • Dollars: $1,660,000 • Staff: • 10 Work Incentive coordinators housed in 6 CILs throughout the state • 1 OPA3 • Services • Benefits and work incentives planning supports and services • Information and referral to community resources • Outcomes • SSI/DI recipients return to work at full- or part-time level • Oregonians use state-specific work incentive programs • Challenges • Funding WIN

29. Enhancing employment outcomes Motivated, reliable, dependable employees • Statewide staff training initiative • Consultants • Address motivation issues of clients • Employer engagement • Outcomes • Decrease number of clients in plan who close without achieving employment outcomes • Increase number and quality of employment outcomes • Trained staff to continue training and mentor staff

30. OVRS Themes • OVRS has developed a strategic road map to enhance funding and increase employment outcomes • More than 3,000 Oregonians with disabilities are waiting for services from OVRS • OVRS currently lacks sufficient funding to meet the need